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Ascentis Wealth Management, LLC: TLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on TLT, newest first. How the timeline and the estimate are built.

Ascentis Wealth Management, LLC held 190 TLT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 190 shares
    Change vs previous 13F -8,136 shares

    <0.01% of the 13F portfolio, value $16,419.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 190 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,326 shares
    Change vs previous 13F +388 shares

    0.04% of the 13F portfolio, value $721,784.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,910 shares
    • Ascentis Wealth Management, LLC: 416 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,938 shares
    Change vs previous 13F -4,018 shares

    0.07% of the 13F portfolio, value $691,840.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,581 shares
    • Ascentis Wealth Management, LLC: 357 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,956 shares
    Change vs previous 13F +1,803 shares

    0.1% of the 13F portfolio, value $1,068,543.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,599 shares
    • Ascentis Wealth Management, LLC: 357 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,153 shares
    Change vs previous 13F -9,527 shares

    0.09% of the 13F portfolio, value $895,936.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,796 shares
    • Ascentis Wealth Management, LLC: 357 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,680 shares
    Change vs previous 13F +4,119 shares

    0.22% of the 13F portfolio, value $1,791,667.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 19,323 shares
    • Ascentis Wealth Management, LLC: 357 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,561 shares
    Change vs previous 13F -9,775 shares

    0.16% of the 13F portfolio, value $1,358,901.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,204 shares
    • Ascentis Wealth Management, LLC: 357 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 25,336 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,485,423.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 24,979 shares
    • Ascentis Wealth Management, LLC: 357 shares

    Acceptance time not in the bulk data set (spec §4.2).